Planhat

Get an overview of Data Explorer, Calendar, Notifications and Email Manager

Home features for general Planhat users

Learn how you can create temporary visualizations of your data in the "Dataset" and "Time-series" tabs

Data Explorer

View and manage your Company-related Tasks in "Calendar" within your Home

Calendar

Learn how to customize and view notifications in Planhat - never miss an important data change again!

Notifications

Manage your outgoing emails, unassigned emails and drafts

Email Manager

Carly Hammond

Data Explorer, Calendar, Notifications, Email Manager and Content Explorer

Home features

Create a custom design with text, images, and links

Developer Hub

Dojo

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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